What we finance, and for whom.
Before you enquire, the essentials of whether a holding and its owner fit our mandate — so you can self-qualify in a couple of minutes.
Shares that are listed and liquid.
We lend against shares admitted to trading on the principal exchanges of every major market — 44 countries, 48 exchanges. Liquidity is what matters: free float, daily traded volume and volatility drive both feasibility and loan-to-value.
Calibrated to the line.
There is no single threshold: a liquid large-cap supports a higher LTV than a thin mid-cap. We quote an indicative range only after reviewing the position, and facility sizes generally start at USD 2M.
Often financeable, on terms.
Shares under lock-up, subject to Rule 144, affiliate status, Reg-S or pre-IPO can often be financed, on adjusted terms and after legal review. Tell us the precise nature of the restriction up front.
Professional and institutional.
We act for founders, executives, controlling or substantial shareholders and family offices — professional and institutional counterparties only, never retail clients. Sanctioned persons and certain US-person situations are subject to prior review.
Frequently asked.
01Is there a minimum size?
02Do you finance restricted stock?
03Which markets do you cover?
Is your position eligible?
Tell us the stock, the venue and the size, and we will confirm feasibility and an indicative range.